EMAIL TEMPLATES

User Registration

This template is only used if you want to user/borrower to confirm their email prior to getting started.
Default Email Below

Looks good to me See my changes below I do not want to make my borrowers confirm their email address prior to getting started
I want my subject line to read:
Make changes to the body of your email

Questionnaire Started

This email notification that a new user has started can go to the LO and or anyone else
Default Email Below

Looks good to me See my changes below
I want my subject line to read:
Add CC
enter additional emails to be notified
Add BCC
enter additional emails to be notified
Body of the email changes

Questionnaire Completed (internal): to the LO, admin and/or processor.
Default Email Below

Looks good to me See my changes below
I want my subject line to read:
Add CC
enter additional emails to be notified
Add BCC
enter additional emails to be notified
What do you want attached to your email completion notification?

Attach the Document Checklist Attach the questionnaire summary Attach the XML file to my email notification
Body of the email changes

Questionnaire Completed User

This email goes to the user/borrower when it is submitted
Default Email Below

Looks good to me See my changes below
Attach the pdf document checklist to the email?

Yes No
Add emails that you want copied on email
enter additional emails to be notified
CC or BCC'd the emails above?

CC BCC
I want my subject line to read:
Body of the email changes

Upload Notification

This email notification goes out when the user uploads a new document
Default Email Below

Looks good to me See my changes below We are not going to use your upload center
I want my subject line to read:
Add emails that you want copied on email
enter additional emails to be notified
Body of the email changes

Document Rejected

This email notification goes out when you "reject" a document along with the reason for rejection
Default Email Below

Looks good to me See my changes below
I want my subject line to read:
Add emails that you want copied on email
enter additional emails to be notified
Body of the email changes

Questionnaire Reminder

This email notification goes out when the user "starts" but does not complete their questionnaire
I want to enable the AUTO REMINDER to finish their questionnaire, the borrowers do have the ability to "opt out." You also have the ability to turn them of per client on your side.

Yes No
Default Email

Looks good to me See my changes below
If "enabled" please complete this page
Add emails that you want copied on email
enter additional emails to be notified
I want my first reminder to go out after blanks hours. Send my second reminder in another # hrshours and then ongoing every # hrs
I want my subject line to read:
Body of the email changes

Upload Reminder

This email notification goes out when the user hasn't uploaded all of their documents
I want to enable the AUTO REMINDER to upload their missing documents, the borrowers do have the ability to "opt out." You also have the ability to turn them of per client on your side.

Yes No
Default Email

Looks good to me See my changes below
If "enabled" please complete this page
Add emails that you want copied on email
enter additional emails to be notified
I want my first reminder to go out after blanks hours. Send my second reminder in another # hrshours and then ongoing every # hrs
I want my subject line to read:
Body of the email changes

Invite User to Start

This is used to send a borrower an invitation to begin their loan process from the Loan Officers Profile Page.
Looks good to me as is

Yes No, See my changes
Change subject line
Change the body of the email

User resume / Upload

This function allows the borrower to take over and complete the questionnaire that the loan officer started with them. Also brings them to their document center once the questions are completed.
Looks good to me

Yes No, Please see changes below
Subject Line Changes:
Body of the Email Changes
Should be Empty:

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Email Templates